← All themes

Autonomous Driving

Autonomous driving replaces the driver with sensors, maps, and software, first in controlled settings and then on open roads. Value shifts away from the vehicle towards the perception stack and the service that operates it.

53 stocks

Ride-Hailing & Shared Mobility

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	BAMCO Inc New York	$351M	+$30.5M	2	1.86%	Increased
27	Geode Capital Management Boston, Massachusetts	$335M	+$12.8M	4	0.17%	Increased
28	AllianceBernstein Nashville, Tennessee	$333M	-$6.58M	2	0.28%	Reduced
29	Capital Research Global Investors Los Angeles, California	$330M	-$156M	2	0.11%	Reduced
30	Bank of America Charlotte, North Carolina	$327M	+$41.8M	4	0.07%	Increased
31	SIG Senator Investment Group New York	$317M	-$37.7M	1	4.17%	Reduced
32	Franklin Resources San Mateo, California	$316M	-$10.9M	3	0.17%	Reduced
33	BlackRock Group London, United Kingdom	$313M	-$69.2M	3	0.16%	Reduced
34	Wells Fargo San Francisco, California	$304M	-$17.3M	4	0.11%	Reduced
35	WCM Investment Management Laguna Beach, California	$288M	+$8.55M	1	3.28%	Increased
36	Davis Selected Advisers Tucson, Arizona	$273M	+$259M	1	1.19%	New
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$261M	-$102M	4	0.18%	Reduced
38	Goldman Sachs New York	$244M	-$149M	3	0.07%	Reduced
39	JPCCM J&P (China) Capital Management Hong Kong, China	$241M	+$52.8M	1	65.82%	Increased
40	Emerald Acquisition Seattle, Washington	$234M	-$7.46M	3	0.45%	Reduced
41	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$215M	+$5.91M	3	0.45%	Increased
42	Primecap Management Pasadena, California	$208M	-$13.8M	1	0.21%	Reduced
43	Allianz Asset Management Munich, Germany	$188M	+$54.3M	3	0.18%	Increased
44	Janus Henderson Investors US Denver, Colorado	$180M	-$74.8M	3	0.15%	Reduced
45	UBS AM Chicago, Illinois	$179M	+$18.2M	2	0.19%	Increased
46	GGHC Gilder Gagnon Howe & Co New York	$157M	-$8.33M	1	2.7%	Reduced
47	OppenheimerFunds New York	$157M	+$10.6M	2	0.2%	Increased
48	TPI Tesco Pension Investment London, United Kingdom	$147M	+$139M	1	3.85%	New
49	New York State Common Retirement Fund Albany, New York	$141M	-$2.97M	3	0.2%	Reduced
50	TCM Tran Capital Management San Rafael, California	$133M	-$37.1M	1	5.45%	Reduced